Red Sea traffic drops to 11 ships after Houthi strike on Saudi oil
Why it matters: Disruption at Bab el-Mandeb and Hormuz has pushed physical crude prices in three regions to two-month highs.
Bloomberg, The Business Times (Singapore) +1
Subject
#Kpler
Series: Saudi Arabia · Houthi Red Sea Escalation · 8 chapters since Jul 22
Hormuz traffic thins as US-Iran strikes widen shipping threat
What's new: Only three commodity vessels crossed Tuesday, while Brent crude climbed above $100 as Red Sea tanker attacks added pressure.
The Business Times (Singapore), PBS NewsHour
Houthis threaten Saudi sea blockade as Red Sea oil route comes under strain
Why it matters: Bab el-Mandeb carried 7.4 million barrels a day in June, making it a key fallback route after Hormuz disruptions.
Hormuz tanker crossings drop to 1 as oil returns to $100
What's new: No ships entered the strait on July 23, while Saudi Aramco shifted some loadings to Egypt's Sidi Kerir port.
Bloomberg, Tribunnews
US hits Iran for 10th straight night as troop death toll reaches 17
Why it matters: The strikes aim to reopen the Strait of Hormuz, where tanker traffic remains far below normal and oil prices have been jolted.
2 tankers explode in Hormuz as attacks cut traffic and lift oil
Why it matters: Ship transits fell to eight on Thursday from 15 a day earlier, deepening supply fears across a key oil chokepoint.
Ships go dark in Hormuz as attacks hobble US-guided route
What's new: All six commodity carriers tracked on July 12 crossed with transponders off, while some shippers are refusing escorted passages.
Trump's planned 20% Hormuz toll lifts oil prices
Brent rose to US$85.11 a barrel as ship traffic through Hormuz fell sharply to 14 vessels on Sunday.
CNBC, Antara News +3
Oil jumps 4% as US-Iran strikes rattle Hormuz shipping
Why it matters: Brent rose above $79, vessel traffic through the strait fell to a five-week low and traders revived Fed hike bets.
Oil rises more than 4% as renewed US-Iran strikes roil Hormuz
Why it matters: Only six vessels crossed the strait Sunday, underscoring risks to a route that handled about 20% of global oil and LNG before the war.
Brent falls below $72.48 as more ships resume Hormuz crossings
Why it matters: Oil has dropped back to prewar levels after US-Iran talks and a new channel to reduce risks for commercial vessels.
Oil falls as 35 million barrels clear Strait of Hormuz
What's new: More than 20 tankers have transited since the U.S.-Iran deal, pushing Brent back below $73 a barrel.
Hormuz traffic drops to 5 ships after Iran reinstates closure
Why it matters: The strait handles key Gulf oil flows, and Saudi, Kuwaiti and Emirati cargoes are already shifting loading options.
Bloomberg, The New York Times +3
Nearly 600 ships wait near Hormuz as reopening plan faces doubts
What's next: Even if traffic resumes June 19, mines, insurance and security risks could keep oil and LNG flows below normal.
Bloomberg, The Straits Times +4
China draws 1 million barrels a day from oil stocks after Gulf shock
Why it matters: Lower refinery runs and reserve releases have helped keep Brent from surging despite the Strait of Hormuz disruption.